Terms of Service

Last updated: September 2026

Services

ClearSettle provides bookkeeping and related accounting services. The specific scope, fees, and terms of each engagement are set out in a written engagement letter, which governs over these general terms.

Not tax or legal advice

Content on this website is general information, not tax, legal, or investment advice. Tax return preparation and filing are performed by partnered US-credentialed professionals under their own terms.

Fees

Services are billed at flat fees agreed in advance. Engagements are month to month unless otherwise agreed, and either party may end an engagement with written notice.

Your data

Your accounting file and records remain yours. Access you grant us can be revoked at any time. See our Privacy Policy.

Liability

To the extent permitted by law, our liability for any claim arising from an engagement is limited to the fees paid for the services giving rise to the claim.